Accelerate 2026:
Insights That Move the Industry Forward
Watch the videos, revisit the sessions, and download the insights driving the industry forward.
Compliance-Grade AI™, built for growth
Accelerate 2026 Slide Deck Library
Speakers:
Dave Dutch
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Susie Rinehart's keynote offers surprising, hard-won wisdom about managing uncertainty. It is built for people navigating high-stakes environments where good enough isn't the goal, but perfect isn't either. Her talk is energizing, practical, and deeply relevant to the work you do everyday.
Speakers:
Susie Rinehart
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Wealth management is entering a generational risk cycle. Advisors are aging, investor expectations are shifting, and younger clients are turning to social media and AI for financial guidance at unprecedented rates. Yet in an uncertain economy, many still seek live professional guidance — and the firms positioned to capture that demand are those that modernize talent pipelines, empower next-generation advisors, and govern AI and social engagement with discipline. This fireside chat with J.D. Power explores how leading firms are managing generational, technological, and reputational risk while building for the next wave of AUM growth.
Speakers:
Mike Foy (JD Power), Anita Heisl (Red Oak)
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Financial services firms operate across a sprawling content lifecycle — but for many, the connection between their content enablement platform and their compliance review workflow remains a friction point: manual handoffs, duplicate work, and missed metadata that slow down both marketing and compliance teams. This session offers an honest look at the Red Oak–Seismic integration: why firms pursued it, what the current connector does in practice, and what's ahead. Red Oak SVP of Strategy Mike Lubansky moderates a conversation with Seismic's Nate Isaacson and a practitioner who has implemented the integration firsthand — covering the workflow, the wins, the gaps, and the Connector 2.0 roadmap coming in 2026.
Speakers:
Nate Isaacson (Seismic), Mike Lubansky (Red Oak), David Herndon (Red Oak), Johanna Anders (Janus Henderson Investors)
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The Compliance Connectivity Platform started as a thesis: that the legacy model of compliance — siloed, linear, disconnected from the rest of the business — was built for a world that no longer exists, and that the firms who recognized it first would build a meaningful competitive advantage. This session is about what happens when that thesis becomes operational. It walks through the capabilities Red Oak has shipped since last year, and the measurable impact they're delivering for clients today. It covers what's coming in 2026 — not as a feature list, but as the next set of answers to the questions clients and design partners are asking right now about how marketing, compliance, distribution, and supervision work together as one connected system. And it looks further ahead to where Red Oak is taking the platform as AI, regulatory complexity, and market pressure continue to accelerate. Whether attendees have been on this journey from the beginning or are seeing the Compliance Connectivity Platform for the first time, this session delivers a clear picture of where the industry is heading — and why the firms that get there first won't be the ones that moved fastest, but the ones that moved smartest.
Speakers:
Kirsten Newbold-Knipp (Red Oak), Kirk Sadler (Red Oak)
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The future of financial services compliance isn't three separate workflows — it's one connected platform. Red Oak's Compliance Connectivity Platform unifies the journey from investment company marketing teams submitting content for approval in Red Oak Compliance, to compliance professionals governing what reaches the market, to advisors at wealth management firms and broker-dealers accessing and sharing approved content through 4U Distribution — with Supervision ensuring every interaction stays within bounds. This session celebrates what the Red Oak community has built together, previews what's ahead on the roadmap, and shares the vision for an ecosystem where compliance, distribution, and supervision work as one.
Speakers:
Kirk Sadler (Red Oak), Mike Lubansky (Red Oak), James Cella (Red Oak)
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Many Red Oak product enhancements started as an idea on a sticky note. In this interactive session, Red Oak leaders take the stage to respond — live and unscripted — to the product enhancement ideas submitted by attendees throughout the conference. It's a candid look at how client feedback shapes the Red Oak roadmap, and a direct opportunity for attendee voices to influence what gets built next.
With Red Oak's Product Team:
Kirk Sadler (Red Oak), Amanda Cardenas (Red Oak)
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Led by Red Oak's Client Success team, this session equips attendees with a data-driven framework for measuring what matters in compliance. It covers benchmarking across advertising review, content distribution, and digital surveillance — equipping professionals to quantify efficiency, reduce regulatory risk, and surface metrics that demonstrate real impact.
With Red Oak's Product Team:
Jenny Woys (Red Oak), Dana Ellis (Red Oak)
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This session provides a comprehensive overview of Registration Management's existing functionality, with a focused demonstration on filing and managing Form U-4s directly within the Red Oak system. Attendees will gain practical insight into how these capabilities enhance efficiency, strengthen compliance oversight, and streamline regulatory workflows. The session includes interactive discussion and Q&A, equipping participants with the knowledge needed to effectively navigate registration processes while remaining aligned with regulatory requirements and organizational standards.
Speakers:
Cathy Vasilev (Red Oak), Ryan Reynolds (Red Oak)
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This session explores Red Oak's reporting capabilities through the lens of a real client story — covering how one firm designed their reporting framework, the use cases it supports, and the lessons learned along the way. Attendees will leave with practical ideas for building and refining reporting programs that deliver measurable value to their organizations.
Speakers:
Cristina Lipson (Edelman Financial Engines), Tasha Momberger (Red Oak)
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Getting the most out of Red Oak's AI module starts with configuration. This session demonstrates how to create effective prompts and classifications, walks through real examples of what works and what doesn't, and equips teams with best practices to optimize AI-powered compliance reviews.
Speakers:
Aaron Berger (Red Oak), Mike Lubansky (Red Oak)
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This session moves beyond the basics of rule writing to explore advanced strategies and scenarios. It covers different rule types, when to use warnings versus errors, and how to prevent rule conflicts. Through real-world examples and guided discussion, attendees gain practical techniques to build smarter and more effective workflow solutions.
Speakers:
Aaron Berger (Red Oak), Rob Canfield (Red Oak)
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In this hands-on session, Red Oak experts walk through the fundamentals — how rules are constructed, what makes them effective, and how to avoid the most common mistakes. Through guided activities and real examples, attendees will build the foundational skills needed to write clear, functional rules that improve their team's review experience.
Speakers:
Michael Davis (Red Oak), Ryan Reynolds (Red Oak)
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This session explores how Compliance-Grade AI™ transforms oversight across social media, email, and business communications — demonstrating how structured prompting and intelligent workflows can replace static lexicons and random sampling to precisely detect risk, reduce false positives, and significantly lower review queue volumes while strengthening regulatory compliance.
Speakers:
James Cella (Red Oak), Jamie Hoyle (MirrorWeb)
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Getting the most out of Red Oak's AI module starts with configuration. This session demonstrates how to create effective prompts and classifications, walks through real examples of what works and what doesn't, and equips teams with best practices to optimize AI-powered compliance reviews.
Speakers:
Aaron Berger (Red Oak), Mike Lubansky (Red Oak)
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This session demonstrates how Red Oak's Compliance Connectivity Platform comes to life through Social Media Compliance integration within the advertising review workflow — showing how unifying marketing and compliance reviews, combined with automated publishing, eliminates manual processes and delivers seamless visibility so supervision teams operate with complete alignment and control.
Speakers:
David Herndon (Red Oak), Hailla Vinson (Red Oak), James Cella (Red Oak)
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Inside Accelerate 2026: Where idea met momentum
